New main storyline? Begin by focusing on the leaders!

Friday’s index slightly rose by 0.38%, continuing to fluctuate. Capital is highly polarized, and themes are switching rapidly. Personally, I feel the main trend is gradually becoming clearer. We continue to verify this on the sidelines. At the first sign of theme activation, sensitivity to trial and error is essential. Whether it can break out is one thing, but if you’re not on board, analyzing from outside is ultimately futile, or you might end up taking someone else’s position.[Taogu Ba]

Total market capitalization can continue to shrink to 22.2 trillion yuan, and the index cannot break through. Uncertainty over weekend news keeps investors cautious. On Friday, everyone should control their positions and avoid chasing highs. Currently, tensions between the US and Iran are escalating, oil prices soaring above $90. If prices don’t retreat tomorrow, technology stocks will face pressure at the open. That’s the risk. The market is turbulent now, not calm, so I recommend not fully deploying your funds—unless you believe your technical skills are strong.

As usual, let’s review the morning session:

Reward the morning, read it thoroughly, understand it deeply, and you will eventually transform. I never act after the fact. On Friday, I again present top-tier morning analysis. Whether you understand it depends on fate!

First, thanks to those who rewarded me; your support is my motivation. Not many truly understand and read this well.

Important note: First, it’s clear that the index is unlikely to break through here, and with Friday and weekend uncertainties, the risk is unpredictable. In the past, I mainly played the game on Fridays, but I think reducing positions this Friday is better. Sure enough, Friday night, unexpected events occurred. Fuel prices continued to surge, and influenced by the market, US stocks also fell sharply, especially tech stocks. If this continues, imagine what Monday’s opening will look like. This is a risk forecast, and if you anticipate risks, you must act accordingly.

Direction one—no nonsense. I’ve written a script for Friday’s market, and the market is following it!

Yesterday, we should observe the move from 2 to 3.
In the comments, I mentioned two stocks: Shun Na and Jicheng Electronics.
For Shun Na, my script was straightforward: if it doesn’t meet expectations, the entire power and computing sector will face issues. I also highlighted Shun Na’s attributes—electricity + computing.
Once Shun Na provides sector strength, the focus shifts to Jicheng Electronics and Hanlan Shares. Hanlan is obviously stronger in trend, forming a three-wave pattern, and is currently on par with Yunnan Energy. As long as Yunnan Energy remains stable, the trend continues.
The strength anchoring also involves China Western Electric and Tebian Electric, with China Energy Construction emerging at low levels, worth noting.
Recognition points: Jinkai New Energy directly rebounds, Sanbian and Baobian continue their trend.
Final note: everyone should be aware that the weekend’s main theme is integrated electrical power.
This was the pre-market analysis. Recognizing the importance of the new main trend early is crucial. After the weekend hype, everyone will likely realize it, but our goal is to stay one step ahead and seize the opportunity. Not many like to reward or support, which shows only a few understand. But ultimately, only a minority profit in the stock market—that’s normal.

This direction ultimately became the market’s strongest trend.

Direction two: I highlighted Gas Turbines.
This is more about trend opportunities than continuous limit-ups. The core stocks are the same as in previous articles—solid trends, recently pulled back, now rebounding strongly.
This also aligns with the data center power supply theme.

Here are some familiar names:

Some new faces also hit the daily limit.
All these stocks are rotating in strength: stocks that perform well on Friday may rest on Monday, and those weak on Friday may surge on Monday. The sector keeps hitting new highs, with Dongfang Electric being the most prominent—an absolute core.

For gas turbines, the clear strategy is to buy on the 5-day moving average dip. No need to chase limit-ups. I’ve also mentioned this in the sector analysis.

Direction three: This sector’s obvious quantitative approach has caused most stocks, except core ones like Sanan Optoelectronics and Huacan Optoelectronics, to falter. Quantitative trading is widespread but not supported by the entire network, so the next day, stocks often drop sharply. This is a problem—on the day of sector explosion, not participating is not an option. I’ve clearly warned that it’s not easy to catch the falling knives; observation is key.

In summary, I remind everyone that market rotation means no clear main line. This was the morning’s perspective. Once Shun Na advances, a short-term main trend may emerge. But with weekend news, it’s hard to decide Monday’s moves. Blindly rushing in might lead to a limit-up today, but you must consider whether you can survive through Monday! That’s the most important.

Position management and operation guidance:
Shun Na shares hit the limit-up, as expected, with a clear pattern.
Jicheng Electronics was beaten by Hanlan in the opening auction, so I sold after a 4-point rise—clarifying its position. Reminder during the session.
Shenghui Technology opened lower as predicted; I waited for it to rise to zero and then sold. Thursday’s heavy volume made it a full harvest. Reminder during the session.
Yashiguang Electronics opened lower by 4 points; I cut losses. No choice—no homework, no participation, and missing the strongest stocks is awkward. That’s part of the trial-and-error cost.

Friday’s new positions: several new entries, but with limited positions to control risk.
Wanze Shares, a core gas turbine stock, was first pushed by Changbao, so I bought on the dip, aligning with direction two.
Zongshen Power, with continuous volume increase, broke out, so I chased and entered. Volume remains healthy.
Zhongheng Electric, part of the integrated electrical power theme, had a sudden drop—unexpected. I bought at 8 points, providing a buy point for a breakout, but it failed. Still, it’s a logical stock, and data center power supplies also started on Friday. Will observe on Monday.
Keta Power, also related to intelligent computing, but I chose the wrong one—Xinchai is better. Near my cost now.
Chuang Medical, a speculative stock, chased at 5 points. The morning market showed more defensive signals, so I entered this one. The pattern looked good, but I got caught. No choice—trial and error has costs.

Due to low likes and comments, I didn’t release a bonus. Just keeping a record myself.

I have Shun Na, so I didn’t buy Hanlan. Both are good options. Jicheng Electronics exited. Switching to Hanlan is also fine.

Besides the above data center theme, oil prices fell sharply, but the chemical sector performed well.
We’ll see how the situation develops in the next few days.

The data center trend is also promising. Meiliyun hit two limit-ups, Taihao Technology also two limit-ups—confirmed in the review.
Near the end of the session, Tuowei and Huasheng rose consecutively, showing recognition.
The core is Meiliyun, a classic weak-to-strong shift. I saw it but didn’t act. I think the electrical power + data center trend is stronger. A missed opportunity.

Limit-up ladder

Why did I emphasize the 2-to-3 upgrade in the morning? Because the upgrade rate for 2-to-3 is nearly 60%, very strong! High tolerance for mistakes!
Three limit-ups: Shun Na Shares, core strength in electric computing, should keep accelerating. Opening limit was fate.
Three limit-ups: Hanlan Shares, three-wave pattern, very strong, competing with Shun Na later.
Three limit-ups: Wangli Security, smart economy, but feels like riding a concept wave—limit-up to the end.
Three limit-ups: Zhuolang Intelligent, smart economy, healthy volume, a good choice for Monday.

Two limit-ups: Taihao Technology, data center power supply, diesel generators, good pattern, a key sector. Electric power products also moved collectively today.
Two limit-ups: Meiliyun, core in data center computing, initial limit-down on Friday, then strong recovery. Need volume breakout on Monday.
Two limit-ups: Aoshi Kang, data center + communications.
Two limit-ups: Huashu Holdings, the only remaining panel stock.

Key points for consecutive limit-ups: Shun Na Shares, Hanlan Shares, Meiliyun.

Sometimes, you don’t need to wait until after hours to study the strongest theme of the day; just click like and support, and you’ll be one step ahead!

Brothers eager to improve—swap sesame for watermelon!! 100 points or support! Long-term persistence needed. If you want answers, I need data. Mutual support. Thanks!!!

Writing is hard—brothers, please like, reward, comment, support, and encourage. I have no theories, only practical experience.

Join the stock market journey, set sail for distant horizons.

Respect the market, follow the market.
Focus on the main line, watch the core.
Don’t rejoice at gains, don’t mourn losses.
Water is deep—seek a sip.
Plan your trades, unify knowledge and action.
Always remember: aim for steady profits.